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Planlagt

Salesforce for Volunteers

Anonym 12 år siden • opdateret af schmittaf 12 år siden • 1

Volunteers can sign up for opportunities online; we manage internally versus using the current Volunteer2 website.

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Planlagt
schmittaf 12 år siden

Margaret plans on working on this in January 2014.

Planlagt
schmittaf 12 år siden
Planlagt
schmittaf 12 år siden

Margaret plans on working on this in January. 

Svar
Planlagt
schmittaf 12 år siden

Margaret plans on working on this in January 2014.

Margaret Fako 12 år siden
Work so far: 
  1. Participated in vendor webinar in December
  2. Read through website and all demo videos on site
  3. Installed Volunteers for Salesforce into UAT
  4. read through users guide and worked through installation and configuration guide
  5. Created permission set for “volunteer management” & added to Jen’s user profile
  6. Created report to look for all current contact who have a volunteer squared ID
  7. Met with Jen regarding #’s 1-6
  8. Meeting with Jen 1/16. Plan is to meet weekly.

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